Luke Mc Quade is a financial advisor at Full of Grace Financial in Roanoke, Indiana, holding Series 63 and Series 65 licenses with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The firm employs a blend of passive and active asset allocation strategies, offers discretionary portfolio management, and is notable for its ERISA-focused retirement plan services within a small, two-advisor practice.

Joshua Salway is a financial advisor at Full of Grace Financial with seven years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. Prior to joining Full of Grace Financial, Salway held roles at Northwestern Mutual Wealth Management Company, Vestia Personal Wealth Advisors, and several other firms. Full of Grace Financial provides investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and employer-sponsored plans. The fee-only firm combines passive and active strategies, offers discretionary portfolio management, and incorporates third-party models, including the Betterment for Advisors platform.

Mark Tipmongkol is a financial advisor with First Command Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at NewBridge Partners as a Senior Systems Engineer, developing technical documentation for advanced space systems. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

Kathleen Sparrow is a financial advisor at Valic Financial Advisors with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Nationwide Investment Services Corporation, Voya Financial Partners, and Lincoln Financial Advisors Corporation. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and technology-driven model solutions.

Scott Atkinson is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, Scott is involved in farming activities, including selling 4-H animals as market livestock after local fairs. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and is known for its extensive network of financial advisors and branches, as well as its affiliated mutual funds and trust services.

Adam Harris is a financial advisor with Edward Jones in Huntington, Indiana, holding a Series 66 designation and nine years of industry experience. He has worked at Edward Jones since 2017 and previously spent a year with LPL Financial, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

James Wolfe is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He previously worked at American Portfolios for 16 years and has operated Wolfe Tax & Financial Services since 1999, where he provides tax preparation and accounting services. Wolfe is also a commissioned notary and has been involved in tax and business services through Keiffer & Wolfe Business Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology tools and a broad non-advisory financial services infrastructure.

Nicole Thrift Johnson is a financial advisor at Edward Jones in Huntington, Indiana, with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones for 25 years. Outside of her advisory work, she performs as a vocalist at various functions including weddings, churches, and funerals. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Nelson is a Series 66-licensed financial advisor with Edward Jones in Roanoke, Indiana, where he has worked since 2017. He has nine years of industry experience, including prior roles at Parkview Health Systems, Venture 5 Capital LLC, and DLZ Indiana, LLC. Nelson serves as Board Chair of the Huntington County Community Foundation and is President-Elect of the Huntington County Rotary. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branches.

Trent Mc Bride is a financial advisor at Edward Jones in Huntington, Indiana, with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Outside of his advisory work, he is involved in construction and trucking labor through McBride Bros. and manages farm operations in Markle, Indiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporations, and charitable organizations. The firm offers various investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Steven Blomeke is a financial advisor at Edward Jones in Huntington, Indiana, holding a Series 66 designation and having seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Paychex Inc. from 2015 to 2018. He is also a partial owner of a family-owned LLC that rents farm ground. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Patrick Burkhart Jr. is a financial advisor with Edelman Financial Engines in Huntington, Indiana, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation, Equitable Advisors, and New York Life Insurance Co. Outside of his advisory work, he serves as a volunteer golf coach and has been involved with the Chestnut Hills Golf Club for over 18 years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary advice across diverse portfolios with a long-term focus.

Jeremy Rufener is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones from 2010 to 2015 before joining LPL Financial in 2015. Rufener serves as a Town Council Member in Warren, Indiana, and participates on a nonprofit board. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Joshua Thacker is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. His prior work includes roles at General Motors and Purdue University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Seth Kimmel is a financial advisor with Osaic Wealth, Inc. based in Huntington, Indiana. He holds a Series 66 designation and has 20 years of industry experience, including prior roles at Private Advisor Group, LPL Financial, and OneAmerica Securities. Kimmel is also a certified notary public and has experience in fixed insurance and annuity brokerage. Osaic Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and risk-tolerance assessments to construct tailored portfolios.

James Scheiber is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 1998 and holds Series 63 and Series 66 licenses. Outside of his advisory work, Scheiber serves on the boards of Historic Forks of the Wabash, a local historical park, and the Huntington County Community Foundation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services through a nationwide network of over 23,700 financial advisors, managing approximately $1.01 trillion in assets.

Kevin Thompson is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining Raymond James in 2025, he spent 15 years with Lincoln Financial Advisors and Lincoln Financial Securities Corporation. Outside of advising, he has operated a package delivery service with Amazon Flex. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and governmental entities, providing tailored financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Megan Wolfe is a financial advisor with OSAIC holding a Series 66 credential and three years of industry experience. She has worked at several firms including LPL Financial and Private Advisor Group. Outside of advisory work, she serves as a notary and is the executor of an estate. OSAIC Wealth, Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of investment solutions and utilizes asset-allocation tools and automated rebalancing to construct client portfolios.

Justin Barker is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Pathfinder Services, Inc. for eight years before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and reported approximately $1.01 trillion in assets under management.

Tiffany Haupert is a financial advisor at LPL Financial with 20 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2022. Prior to joining LPL, she spent 17 years with CUNA Brokerage Services, Inc. and has also been affiliated with Beacon Credit Union since 2005. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Daniel Kennedy is a financial advisor with Cetera, holding CFP® and ChFC® designations and 39 years of industry experience. He has been with Cetera Advisors LLC since 2013 and operates Kennedy Wealth Management since 2004. Outside of his advisory work, he manages a farm and serves as a trustee for Clear Creek Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers various portfolio management services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.